Flow

NickSpencerSalesforceConsultantnick.spencer@ciber.com@CiberSpencer

AnintroductionanddemonstrationofthemostpowerfulAdmintool

PowertotheAdmin! FastWaytoDeployProcess Onlylimitisyourimagination!

WhatisFlow?

Movescheduleddateswithopportunityclosedate

Createasetofon-boardingTaskswhenanopportunitycloses

Automaticallycreatefollow-uptasksfromatask

Mergecaseswhentwoareopenatonceforthesamecustomer

Setacustomerscorebasedonlookupdata

ABriefHistoryToknowwhereweare,youmustknowwherewe’vecomefrom…

WORKFLOW

VISUAL WORKFLOWFLOW PROCESS BUILDER

ProcessBuildervFlow

ProcessBuilder Flow

Is actually “Flow Lite”!Easier to useShould be first choice toolCan be used to trigger a Flow

Much more powerful Can handle complex processesHas own UI option

Business RequirementUniversalContainershaveanumberofproductbundles*thattheywanttosell.Thesebundlesaremadeupofotherproductsthatneedtobespecifiedonthesalesopportunity.

Solution

Menu:

Starter:Oppo

rtunity

Record

Type

Main Course:Flow

Dessert:TheW

orld’s

Simples

tVisualf

orce

Page™

Petit Four:C

ustomB

utton

Today’sDemoBuildingaFlowforProductBundles

*Productbundle(n).Acollectionofproductsorpartsthataresoldasacollection,usuallyatadiscountedprice.

Synonyms:SaleBomb;SalesBundle;ProductBomb;PackagedProduct

Starter:OpportunityRecordTypeSetup>Build>Customize>Opportunities>RecordTypes

SelectOpportunityDeterminePriceBook

UserInputpageforBundleSelection

FindPriceBookEntryrecordsCreateNewOpportunityLines

Setup>Build>Create>Workflow&Approvals>FlowsMainCourse:Flow

🕙 DEMOTIME🕚

Whatcouldpossiblygowrong?...

Dessert:TheWorld’sSimplestvfPage™Setup>Build>Develop>VisualforcePages

<apex:page standardController="Opportunity" > <flow:interview name="flowApplyBundle" finishLocation="/{!Opportunity.Id}" > <apex:param name="varOpportunityID" value="{!$CurrentPage.parameters.ID}"/> </flow:interview> <apex:detail subject="{!Opportunity.Id}"/></apex:page>

PetitFour:CustomButtonSetup>Build>Customize>Opportunities>Buttons,Links&Actions

GovernanceLimits

• Productsonabundle

AutolaunchedFlows

• CanbesettorunonCreateorEdit,butnotDeleteorUndelete

LightningandSF1

FurtherImprovements

• Allowforproductsmissingfromapricebook

• Addapricebookselectorpage

Considerations&Limitations

Rule1:KeepitSIMPLE

Rule2:Definetheprocessfirst

Rule3:Considerallroutes

Rule4:ThereisNOrule4

Rule5:Testallflowsthoroughlyinasandboxbeforedeploying

Rule6:Testallflowsthoroughlyinasandboxbeforedeploying

Nick’sRulesforahappylifeinFlowFlowBestPractices

WhatHappensWhenIIgnoreRules5&6?Howbigisyourinbox?

Blogpost:http://wp.me/p6YD6Q-2

SalesforceCloudFlowDesignerWorkbook:https://resources.docs.salesforce.com/sfdc/pdf/workbook_flow.pdf

Since Flow is relatively new and developing with each release, take note of the posted date of any material you may find.

WhereToFindOutMore

Q&A

NickSpencerSalesforceConsultantnick.spencer@ciber.com@CiberSpencer

ThankYou

NickSpencerSalesforceConsultant

nick.spencer@ciber.com@CiberSpencer

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